ISB
Iowa State Bank’s SPDR SSGA US Large Cap Low Volatility Index ETF LGLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Sell |
1,660
-749
| -31% | -$131K | 0.06% | 110 |
|
|
2025
Q1 | $419K | Sell |
2,409
-665
| -22% | -$116K | 0.09% | 103 |
|
|
2024
Q4 | $508K | Sell |
3,074
-1,201
| -28% | -$198K | 0.11% | 90 |
|
|
2024
Q3 | $723K | Sell |
4,275
-63
| -1% | -$10.7K | 0.15% | 89 |
|
|
2024
Q2 | $662K | Sell |
4,338
-704
| -14% | -$107K | 0.15% | 87 |
|
|
2024
Q1 | $785K | Sell |
5,042
-488
| -9% | -$76K | 0.17% | 85 |
|
|
2023
Q4 | $802K | Buy |
5,530
+29
| +0.5% | +$4.21K | 0.19% | 81 |
|
|
2023
Q3 | $735K | Buy |
5,501
+563
| +11% | +$75.2K | 0.19% | 81 |
|
|
2023
Q2 | $694K | Buy |
4,938
+820
| +20% | +$115K | 0.17% | 83 |
|
|
2023
Q1 | $563K | Buy |
4,118
+760
| +23% | +$104K | 0.14% | 86 |
|
|
2022
Q4 | $455K | Buy |
3,358
+236
| +8% | +$32K | 0.11% | 93 |
|
|
2022
Q3 | $385K | Buy |
3,122
+114
| +4% | +$14.1K | 0.11% | 89 |
|
|
2022
Q2 | $394K | Hold |
3,008
| – | – | 0.1% | 92 |
|
|
2022
Q1 | $432K | Buy |
3,008
+853
| +40% | +$123K | 0.1% | 92 |
|
|
2021
Q4 | $325K | Buy |
+2,155
| New | +$325K | 0.08% | 105 |
|